Sentences with phrase «on financial conversations»

Based on financial conversations I've had with trusted family members, I believe that asset allocation is one of the more critical things to «get right» during retirement savings.

Not exact matches

An Oval Office bill signing attended by lawmakers and financial services interest groups devolved into a venting session about Richard Cordray, the embattled director of the Consumer Financial Protection Bureau, according to six people in the room and two people briefed on the convfinancial services interest groups devolved into a venting session about Richard Cordray, the embattled director of the Consumer Financial Protection Bureau, according to six people in the room and two people briefed on the convFinancial Protection Bureau, according to six people in the room and two people briefed on the conversation.

«We all do not yet know what's the implications of Brexit on the financial industry,» he said, adding that the bank is having conversations with both the U.K. and the euro zone to understand what will happen to the financial services industry.

There are other options that extend the sales conversation with a customer such as this: You can offer to get a customer's financial planner on a conference call allowing you to discuss the purchase as a group.

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

Conversations to date have revolved around China making concessions — e.g., lowering the tariffs on American cars, or having China open up its financial services market to a greater extent.

Beyond the special visit of Senator Collins, highlights included: • Intense and probing pre and post-dinner conversations about the economy and the world on the deck (along with wonderful wine and hors d'oeuvres — part of the tradition is that each participant ships several bottles of excellent wine to share with others) • Participation in a financial forecast survey of key factors for the upcoming 12 months as well as a review of the prior year's financial forecast survey — including distribution of funds that the prior year's attendees «bet» on the accuracy of the forecasts.

Yet conversations have so far focused on concessions like China reducing tariffs on American cars, opening up its market for financial services and purchasing more semiconductors or natural gas — minor wins that are unlikely to satisfy Mr. Navarro and Mr. Lighthizer, who are pushing for significant and sweeping changes to China's market, according to people familiar with the negotiations.

Keeping our conversation entered on Asia — this week Scotiabank called off a deal that would sell its Malaysian unit to the Taiwanese financial - services firm Cathay Financial Holdingfinancial - services firm Cathay Financial HoldingFinancial Holding Co Ltd..

Freeman isn't prepared to give Financial Review readers insight into how the conversation with the chair will unfold or how it intends to vote on the remuneration resolution at the upcoming AGM but you get the sense it is unlikely to be a difficult conversation.

News coverage of the social media platform itself often focuses on its financial woes, but in the political and cultural worlds, it reigns supreme as a tool to inject an idea or phrase into the public conversation.

In his weekly conversation during Morning Edition on WBFO, McCarthy says Democrat Martha Robertson has been waging a spirited challenge to Reed, but it appears financial support from national party leaders is beginning to fade.

Last week on the Campbell Conversations, we heard Syracuse Mayor Stephanie Miner talk about the city's deep financial challenges, and also reflect on the Destiny USA saga.

On October 15th NPR's Morning Edition Host David Greene and NPR reporter Yuki Noguchi will be in Albany with Michelle Singletary, a nationally syndicated personal finance columnist for the Washington Post, and financial planner Louis Barajas for a conversation about personal finance.

LONDON, United Kingdom — From the wonky conversations on the Financial Times «Politics» to the start - up lessons contained in Reid Hoffman's «Masters of Scale» to my daily fix of the CBC News: World Report and the Tim Ferris Show, podcasts have become a growing part of my daily media habit.

«I got to experience a variety of different challenges, participate in nearly every higher education policy debate, and craft new policy that has shaped the conversation in higher education in important ways,» Smith says, citing her work on the college scorecard and the financial aid shopping sheet as among the initiatives she found most interesting.

Counselors have conversations with their students» parents, letting them know which schools have accepted their student and the financial aid packages that each one is offering, and they make their recommendations based on those schools offering the most financial aid.

Giving us more freedom to focus entirely on our studies, without the substantial stress and burden of navigating the financial pressures of paying for graduate school,» he says, adding that his conversations with fellow scholars have been some of the most engaging, educational, and exciting that he has ever had.

Bach's clever approach will make readers feel as if they're having a one - on - one conversation with a friendly personal financial counselor.

We had an great conversation via Twitter last week with @GarrettPlanning @ThinkAdvisor @FPassociation and CFP Board Consumer Advocate @EleanorBlayney on the best way to choose a Financial Advisor.

I wrote a blog on how to find a financial adviser and I recommend they start by setting up a conversation with a fee - based adviser who can provide a fresh eye on their circumstances.

Such books seldom read like Ludlum thrillers but if you ever wanted to be a fly on the wall for conversations between financial advisors and their clients concerned about retiring, Gillespie provides the next best thing.

I made an early withdrawal of $ 25,000 from an annuity account [no surrender fees] and, at the time, it was my understanding (based on conversations with the financial rep) that the taxes would be...

Skip the awkward conversation or the uncomfortably public «tag» on Facebook, letting the whole world know someone's in a tight financial spot.

Join in on the conversation and start improving your financial life today.

The Uptick Rule was eliminated by the SEC on July 6, 2007, but in March of 2009, following a conversation with SEC Chair Mary Schapiro, Rep. Barney Frank of the House Financial Services Committee said the rule could be restored.

2014 Scott, Ronnie, David Shrigley behind the lines, The Saturday Paper, 29 November Ewing, Sarah, David Shrigley on his childhood, Adam and the Ants and Glasgow School of Art, The Independent, 31 October Scott, Fiona Sinclair, David Shrigley Revamps London's Sketch Restaurant, Showcasing Largest Body of Work Ever, Huffington Post Arts & Culture, 13 June Dickens, Zoe, In Conversation with David Shrigley, Harper's Bazaar, 11 June Brown, Griselda Murray, David Shrigley interview, Financial Times, 10 June Compton, Nick, Artist David Shrigley turns Sketch's Gallery restaurant into a work of art, Wallpaper, 10 June Curtis, Jake, Art on a Plate, 8 June Sherwin, Skye, Food for Thought, W Magazine, 6 June Jury, Louise, David Shrigley dines out on his designs for Sketch, London Evening Standard, 6 June Lewis, Tim, Q&A New Review, The Observer, 1 June Lewis, Tim, David Shrigley: «It's difficult in the world of fine art to have a comic voice», The Guardian, 31 May Edwards, Rhiannon, Brit Art conquers America, The Telegraph, 11 April Brown, Mark, High art: Thumbs up in Trafalgar Square, The Guardian, 8 February Singh, Anita, Fourth Plinth statues unveiled: a giant thumb and a horse skeleton, The Telegraph, 7 February

After the ICI Curatorial Intensive, the one - on - one conversations, the long walks in the evenings through the long and green boulevards of the 7th Ward, I was able to conceive the different components of the project, the financial architecture, the role of each person involved in the project over the past years in order to present the proposal in Paris.

Other remarkable works include the installation The Unfinished Conversation (2012), a portrait of the cultural theorist Stuart Hall; Peripeteia (2012), a fictional drama on the lives of individuals in two 16th century paintings by Albrecht Dürer, and Mnemosyne (2010), which tells the story of migrants in the UK, questioning the idea of Britain as a promised land, where financial worry and casual racism can instead be real threats.

During a spirited Twitter conversation on LLLTs, Greg McLawsen of Puget Sound Legal forwarded this article, in which he and another attorney talk about the LLLT program and whether it makes financial sense to bring LLLTs into a law firm setting.

In a conversation with the Deputy Superintendent at the Manitoba Financial Institutions Regulations Branch (directed to oversee the tribunal), they explain they are seeking lawyers who are interested in the experience of serving on a tribunal and, in his words, to «broaden their resume».

NLJ Supreme Court correspondent Tony Mauro sits down with Gabe Roth of the transparency advocate Fix the Court for a conversation about a new project focusing on financial disclosure reports.

About two seconds into the conversation, it became very clear why there isn't a lot of advice about this on the internet: there are a lot of options, and what you do with the policy needs to be tailored to your personal financial plan.

Whether this is right for you or not will depend on how investment savvy you are and a in depth conversation with your financial advisor.

Mellon will focus on growing the level of bank involvement in the bitcoin industry, as well as supporting initiatives that enable conversations between the bitcoin space, members of Congress and financial industry leaders, according to the Washington, D.C. - based bitcoin advocacy group.

Whenever the topic of fraud in the financial sector is discussed, the conversation soon moves on to Ethics.

Though different in intent, both papers were focused on presenting new ideas for how decentralized blockchain networks could scale at a time when the conversation was dominating industry conversation both among major financial institutions, who are seeking to leverage the technology for existing high - volume transaction systems, and bitcoin developers, who are working on solutions to scale the digital currency's transaction capacity.

In a recent conversation with the CNBC, former White House budget director David Stockman said that bitcoin prices would experience a spectacular crash sooner or later, teaching «really stupid» cryptocurrency investors a lesson on how financial markets function.

Since the SEC investigation began, it added, bitcoin - based transactions have become increasingly prominent in the mainstream financial, political and regulatory conversation on virtual currencies.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Gemaire Distributors, Inc. -LRB-[Insert City, State]-RRB- 12/1992 — 6/1996 Assistant Credit Manager • Held responsibility for credit decisions and the related control, maintenance, and management of approximately 1200 accounts, communicating effectively with customers through professional correspondence or telephone conversation • Batched and balanced checks for both bank deposit and financial log entry, while applying payments to accounts, reconciling bank statements, and auditing all financial files regularly to ensure data integrity • Collected on past - due invoices while working efficiently to resolve disputes • Collaborated as needed with firm attorney after the exhaustion of all practical collections methods • Worked with other members of the finance department to facilitate timely information flow and overall financial accuracy

The demand - withdraw financial conflict pattern is manifested when one spouse insists on discussing the conflicting financial matter, while the other spouse evades the conversation.

She has also appeared on various podcasts, including Functional Divorce: Your Guide to Healing and Happiness, Conversations About Divorce, and The Financial Sense Newshour.

Listening for what matters for each person and helping divorcing couples have the needed conversations to get to agreements on dividing assets and debts, sharing the parenting responsibilities, and support arrangements is the primary focus of Collaborative attorneys, coaches, child specialists, and financial professionals.

«Hearing from leading commercial industry professionals on financial analysis and market trends from across the country paved the way for engaging conversations.

Radio Interview: By the way, I had a 35 - minute conversation last week on a financial radio show.

The Intra-Family Generational Finance study showed that 64 percent of parents and their adult children differ as to when detailed conversations on key financial topics, including retirement preparedness, elder care and estate planning, should take place.

Any of these follow up questions can shed some light on someones financial profile, but it isnt tacky or insulting to ask it... its merely casual conversation.